Mark Starr
Mark Starr is a registered investment advisor at The Wealth Consulting Group, based in Redding, CA, with 13 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 12,940 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee is 2.50% of assets under management. Fees are negotiable based on account size, complexity, and services required, and vary by representative and platform.
Fee Estimator
Location
2195 Larkspur Ln., Suite 219, Redding, CA, 96002
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2020Employment Separation After Allegations
April 2019Customer Dispute
May 2015Other Business ActivitiesSells Insurance
Mark is a registered investment advisor doing business as The Wealth Consulting Group since 2019. He also sells fixed insurance products for various carriers.
Employment History
Current Registrations
The Wealth Consulting Group
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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